Business Details
18 Years
experience
Trusted Xero Bookkeeping & Virtual CFO Services
Figure Sense specializes in providing comprehensive accounting and bookkeeping solutions tailored to growing businesses. Founded in 2008 by Effie Gelagotis, a CPA-qualified accountant with over a decade of corporate finance experience, we leverage technology to streamline financial processes and enhance operational efficiency. Our services include Xero bookkeeping, virtual CFO support, payroll management, and business performance analysis, all delivered with a commitment to security through Two-Factor Authentication and cyber insurance. As an accredited Pure Bookkeeping Licensee and registered BAS agent, we adhere to strict professional standards set by CPA Australia, the Institute of Certified Bookkeepers, and the Tax Practitioners Board.Our focus on education empowers clients to understand their financial data, enabling informed decisions to improve profitability and cashflow. With expertise in integrating cloud-based tools like Xero, Deputy, and Spotlight Reporting, we deliver scalable solutions that reduce overheads and drive business growth. Our team maintains ongoing professional development to stay current with tax regulations and best practices, ensuring compliance and reliability. By prioritizing transparency, integrity, and client-centric service, we aim to be a trusted partner in achieving long-term financial success for our clients.
Services
Bookkeeping Services
Payroll Management
Virtual CFO
Xero Software Setup
BAS Lodgement
Management Reporting
Cashflow Forecasting
Business Process Streamlining
Cybersecurity Solutions
Tax Compliance Services
Details
- Year established: 2008
Highlights and features
- We have over a decade of corporate finance experience.
- Our team includes CPA-qualified professionals.
- We use technology to streamline workflows for maximum efficiency.
- We implement Two-Factor Authentication for security.
- We are an accredited Pure Bookkeeping Licensee.
Associations and certifications
- Pure Bookkeeping Licensee
- CPA Australia
- Institute of Certified Bookkeepers (ICB Australia)
- Xero Certified Advisor
- Tax Practitioners Board (Registered BAS Agent)
Services
Bookkeeping Services
We manage bank reconciliations, receivables, payables, and payroll to ensure accurate financial records. Our system streamlines transaction tracking and statutory compliance, reducing errors and saving time for business owners. This service supports informed decision-making through reliable data management.
Virtual CFO
Our Virtual CFO service provides budgeting, cashflow forecasting, and performance analysis tailored to business goals. We simplify complex financial reports into actionable insights, helping owners understand profitability drivers and implement strategies for sustainable growth without jargon.
Xero Software Setup
We implement and customize Xero accounting software, integrating tools like Deputy, Dext, and Spotlight Reporting. This cloud-based solution automates workflows, improves data accuracy, and enhances collaboration between businesses and their financial advisors for real-time insights.
BAS Lodgement
We handle BAS preparation and lodgement, ensuring compliance with GST, PAYG, and superannuation obligations. Our process minimizes risks through regular reviews and adherence to Tax Practitioners Board standards, providing peace of mind for business owners.
Management Reporting
We generate customized management reports with KPIs, budget variances, and profitability metrics. These reports enable data-driven decisions by highlighting trends, inefficiencies, and growth opportunities aligned with business objectives and industry benchmarks.
People
Effie Gelagotis
CPA, BBus(ACC)
Founder of Figure Sense with 15+ years in corporate finance, specializing in Xero bookkeeping and virtual CFO services. Holds CPA Australia and ICB certifications, focusing on financial education and operational efficiency for small businesses.
Questions
What accounting software do you specialize in?
We specialize in Xero accounting software, offering setup, migration, and integration with tools like Deputy, Spotlight Reporting, and Dext for streamlined operations.
Are you a registered BAS agent?
Yes, we are registered with the Tax Practitioners Board as a BAS agent, ensuring compliance with Australian tax laws for GST, PAYG, and superannuation obligations.
How do you ensure data security?
We use Two-Factor Authentication, secure password managers, and hold cyber insurance to protect client data from unauthorized access and breaches.
What experience does your team have?
Our team includes CPA-qualified accountants with over a decade of corporate finance experience, specializing in bookkeeping systems and financial strategy for growing businesses.
Can you help with cashflow management?
Yes, our Virtual CFO service includes cashflow forecasting and budgeting to help businesses maintain liquidity and achieve financial stability through proactive planning.
Do you offer training for accounting software?
Yes, we provide training solutions for Xero and integrated apps to ensure clients can effectively use these tools for day-to-day financial management.
